Asset allocation and fund supermarkets

Results of the latest Incisive Buzz survey

This week's Incisive Buzz asked if fund supermarkets an effective way to devise and monitor asset allocation? Of those who stated yes: • Easier to explain to clients and one statement every six months cuts down on unnecessary paperwork. • Flexible and more cost effective than individual transactions. Easier to effect switches. • Depending upon the tools available. • Although there is a need to utilise investments outside the platforms as well, in order to create exposure to all required classes. • The additional tools provided through Morningstar, for example are excellent for ass...